Pelham Rotary Charities Fund
Nonprofit profile at a glance
- EIN
- 133886104
- IRS 990-EZ coverage
- 2017–2023
- Forms available
- Form 990-EZ 2023, Form 990-N 2017
- Location
- Pelham, NY, USA
- Rating
- 65
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Scholarships, Student Financial Aid Services, Awards
Reported finances
- Revenue
- $22,384
- Expenses
- $15,976
- Assets
- $396,239
- Liabilities
- $150
Source: IRS Form 990-EZ. Selected filing: tax year 2023. Amounts in USD.
Leadership & pay
5 people listed
Executive titles in this filing
- Kevin Falvey (President)
- Carolyn Noble (Vice President)
People named in this filing
- Kevin Falvey (President)
- Carolyn Noble (Vice President)
- Robert Rendon (Treasurer)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2023. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Fund grants to Rotary Intl and Award Scholarships
What it reported doing in 2023
Rotarty International
Operating model
- Revenue model
- Investment-supported. 85% of the money available for current operations came from recurring investment income.
- Distribution model
- Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.
The verdict
SUPPORTED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and program spending has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 36
- Transparency & Controls: 100
- Sustainability: 77
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 56.8%; rating input score 57
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 28.6%; rating input score 81; 81st percentile among comparable filings
- Total-asset coverage ratio: 24.8; rating input score 96; 96th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 37; 37th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -76.5% per year; rating input score 0; 5th percentile among comparable filings
- Revenue growth: 2.7% per year; rating input score 100; 64th percentile among comparable filings
- Asset growth: 17.2% per year; rating input score 100; 83rd percentile among comparable filings
Details
- Where the money goes: 56.8% of revenue deployed
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments
- Leadership: top reported pay $0 · 5 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 4 filed schedules
- Filing history: 6 filing years from 2017 to 2023
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Financial Efficiency: Mission deployment rate scored 57/100.
- High — Growth: Program expense growth scored 0/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 37/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.